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O'Donnell Financial Services’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

O'Donnell Financial Services’s Portfolio DAPR Stock Details DAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-578,378
Closed -$17.8M – 30
2023
Q2 		$17.8M Buy
+578,378
New +$17.2M 10.74% 5

Other funds holding DAPR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

O'Donnell Financial Services's DAPR Position: Q3 2023 in Review

O'Donnell Financial Services sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q3 2023, closing a stake of 578,378 shares — an estimated $17.8M sold.

O'Donnell Financial Services first reported a position in DAPR in Q2 2023 and held it in 1 quarter. The position peaked at $17.8M in Q2 2023. 67 funds tracked by Wall St. Rank hold DAPR as of Q3 2023.

  • O'Donnell Financial Services reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q3 2023 after selling out during the quarter.
  • O'Donnell Financial Services sold 578,378 FT Vest US Equity Deep Buffer ETF April shares in Q3 2023, an estimated $17.8M.
  • O'Donnell Financial Services first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2023 and held it in 1 quarter.
  • O'Donnell Financial Services's FT Vest US Equity Deep Buffer ETF April position peaked at $17.8M in Q2 2023.
  • 67 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q3 2023.

Based on O'Donnell Financial Services's 13F filing for Q3 2023, filed 19 Oct 2023.